The tape was softer, and the filings were not. Bitcoin was $76,177, down about 0.65% on the 24-hour print, and ether was $2,240.88, down 0.14%, in a CoinGecko snapshot fetched at 2026-11-04T03:44:23+00:00. Solana printed $90.67 (down 1.19%). Combined market cap sat near $2.57 trillion, with bitcoin share about 59.2% and 24-hour volume near $66.5 billion.
CFTC Chairman Michael S. Selig said equity perpetual futures can begin trading on dual-registered U.S. venues. Strategy bought 811 bitcoin. Bitmine reported 6,060,506 ETH. Besu 26.11.0 changes JSON-RPC proof and payload calls. Aave froze tBTC on Ethereum Core after Threshold paused mints. Magicians drafted EIP-8477 for unused EIP-7702 signatures, and Coinbase is converting AERO and VELO through November 4.
CFTC says equity perpetual futures can start on dual-registered venues
CFTC Chairman Michael S. Selig said on November 3 that perpetual futures on individual equity securities can begin trading for the first time on CFTC-registered designated contract markets that are also notice-registered with the SEC as national securities exchanges for security futures. The press release says the contracts were deemed approved under CFTC Regulation 40.3 as security futures products under the Commodity Futures Modernization Act of 2000, so they sit under both CFTC and SEC rules. Selig tied the step to an earlier CFTC-SEC memorandum of understanding and to the prior approval of a bitcoin perpetual future on a CFTC-regulated exchange. The statement is a green light for dual-registered books, not a named-venue first print.
Strategy buys 811 bitcoin and lifts the stack to 849,327
Strategy's November 2 Form 8-K says the company bought 811 bitcoin between October 26 and November 1 for $65.5 million, an average of $80,846 including fees, funded with net proceeds from MSTR stock sales. That print lifts holdings to 849,327 bitcoin, with an aggregate purchase price of $64.08 billion and an average of $75,451. In the same window it used $208.2 million of USD Cash to repurchase 2,092,035 shares of STRC, and it allocated another $98.5 million of MSTR-sale proceeds to USD Cash. As of November 1 the USD Reserve was $4.79 billion and USD Cash was $132.7 million.
Bitmine reports 6,060,506 ETH and 8,573 added in a week
Bitmine Immersion Technologies' November 2 exhibit says that as of November 1, 2026 at 4:00pm ET the company held 6,060,506 ETH marked at $2,261 per ETH on Coinbase, plus 216 bitcoin, $498 million of cash and marketable securities, and other holdings it groups into a $14.5 billion total. The exhibit puts that ETH stack at 4.9% of a 122.2 million ETH supply and says the company acquired 8,573 ETH over the prior week. It also reports 5,227,037 ETH staked, or $11.8 billion at the same $2,261 mark. This is a treasury print, not a protocol change.
Besu 26.11.0 changes eth_getProof and engine_getPayload waits
Hyperledger Besu 26.11.0, published November 2, is a JSON-RPC alignment release, not a mainnet fork binary. The notes say eth_getProof now follows execution-apis rules on leading zeros and error codes, engine_getPayload no longer waits for an in-progress block build when only the empty block has been built, and the default for --Xpos-block-finalization-timeout-ms moves from 800 to 0. eth_simulateV1 now rejects unknown account overrides. Operators who scripted the old wait or proof encoding need to test those calls before they treat the tag as routine.
Ethereum Foundation opens a public-infrastructure site for governments
On November 3 the Ethereum Foundation's public-infrastructure team published Designing for sovereignty: Ethereum for digital public infrastructure and pointed to a new site at publicsector.ethereum.foundation. The post argues that public services that share records across agencies still have a control problem if one vendor operates the rails, and it presents Ethereum as a network no single organization controls. It describes credentials that stay with people, with services verifying authenticity without putting the underlying personal data on Ethereum. This is an explainer and a resource page, not a mainnet upgrade or a government procurement.
Aave freezes tBTC on Ethereum Core after Threshold pauses mints
LlamaRisk wrote on October 31 that Threshold Network had pre-emptively paused tBTC mints and redeems, and that Aave's guardian executed a freeze of tBTC on Aave V3 Ethereum Core at 10:01 UTC. The post says Base and Arbitrum tBTC reserves were already frozen in earlier deprecation rounds, so Ethereum Core was the only market still allowing new borrowing against tBTC. A freeze stops new deposits and new borrowing power from tBTC. Repayments, withdrawals, and liquidations still run, and health factors do not jump just because of the freeze. LlamaRisk said it will propose a restore after Threshold operations look normal. That restore is not in this thread.
Magicians draft EIP-8477 to bind unused EIP-7702 signatures to a recent block
On November 3, Magicians opened EIP-8477, a draft that would make unused EIP-7702 delegation authorizations sign a recent execution block number and that block's header hash. For inclusion in block N, the signed anchor must be one of the prior 256 ancestors and the hash must match. An expired or mismatched anchor is skipped without consuming the authority nonce or clearing an installed delegation. At activation, legacy six-field authorizations would be rejected in favor of an eight-field format. The post says this needs a coordinated network upgrade. It is a draft, not a live fork.
Coinbase converts AERO 1:1 and VELO at about 0.044 AERO through November 4
Coinbase status says it will convert Aerodrome Finance (AERO) and Velodrome Finance (VELO) to the new Aero (AERO) token from November 2 through November 4, 2026. Existing AERO converts 1:1. VELO converts at about 0.044 AERO per VELO, with no conversion fee on the venue. Sends and receives for both tickets stay disabled through that window and are slated to return on November 4. VELO trading was disabled on November 2. AERO trading was not. After the migration Coinbase will only support the new AERO token on deposit, and it warns that legacy AERO sent later may not be recoverable.
Kraken schedules a two-hour ADA, ATOM, STX, and XRP funding pause on November 5
Kraken scheduled ADA, ATOM, STX, and XRP funding-gateway maintenance on November 5 from 15:00 UTC for about two hours. Deposits and withdrawals in those assets will be delayed, and transfers submitted during the window are supposed to process after the work finishes. Spot trading is not named in the notice. This is a funding pause, not a delist. Anyone who needs those four assets off the venue before 15:00 UTC on November 5 should not treat the start time as a window they can still beat.
